A complete list of active advisors currently associated with St. Denis J. Villere & Co., LLC
Warmer can help you find a great advisor at St. Denis J. Villere & Co., LLC or one who fits your needs even better.
St. Denis J. Villere & Co. provides discretionary and non‑discretionary portfolio management to a mix of individual investors, multi‑generational family accounts, institutions and retirement plans, and until recently served as adviser to proprietary mutual funds. The firm manages publicly traded equities, fixed income and preferred stocks, performs trade execution and ongoing portfolio monitoring, and produces regular custodial and performance reporting for clients. The firm’s investment approach emphasizes traditional, relatively concentrated equity portfolios—typically 20–30 holdings drawn from an actively followed universe of about 100 stocks—combined with municipal and investment‑grade fixed income to address client objectives. Research is driven by company reports, analyst contact and in‑house monitoring, with a stated objective to outperform the S&P 500 over a full market cycle and routine reporting that compares portfolio performance to selected indices. Compared with many peers, Villere has managed proprietary investment company assets and acted as adviser to its own mutual funds, a relationship it is in the process of closing and liquidating as of mid‑2026, and it operates with a small advisory team overseeing roughly $1.4 billion in client assets (resulting in high AUM per advisor). The firm does not market standalone financial planning services, discourages smaller accounts, and provides explicit performance comparisons in client reporting—features that distinguish it from many similarly sized team advisers.
To learn more about the advisors currently working at St. Denis J. Villere & Co., LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Orleans, LA
| 11
| |
New Orleans, LA
| 5
| |
New Orleans, LA
| 25
| |
New Orleans, LA
| 20
|
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